Associate Financial Planner
Education and Designations
- Certified Financial Planner Candidate™
- Certificate of Personal Financial Planning – Utah Valley University
- Bachelor of Science, Conservation Biology - Brigham Young University
Financial Management Experience
For over a decade, one of Celeste's favorite hobbies has been educating herself on personal financial planning. Eventually she decided to turn her hobby into a career by enrolling in the Certified Financial Planner™ courses at Utah Valley University. She immediately saw how a career in Personal Financial Planning would extend her lifelong passion of community involvement. Celeste had worked or served on Boards of Directors for organizations such as Habitat for Humanity Utah County, NeighborWorks Provo, and Provo City where she saw the power a strong financial footing could have on the stability and vibrancy of a community.
Celeste got her professional start in Personal Financial Planning by interning at another financial planning firm while attending Utah Valley University. After graduating she was thrilled to be offered a position with Medicus Wealth Planning. She found that working in a fee-only model allowed her to focus her planning entirely on the client's financial goals.
When Celeste is not helping clients strengthen their financial well-being, you might find her skiing or hiking with her four children and one grandchild, helping them learn the names and stories behind the beautiful outdoors they are experiencing. Celeste knows that strong massive forests started as a small seed that grew in a nurturing environment. She applies the same long-term outlook in helping clients. Whether they are just planting the first seeds of their financial goals or are wanting to nurture an already growing forest. Celeste’s number one priority is ensuring our client’s finances are in place to help them achieve their life goals.